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Financial planning in Vienna, VA

14 advisers in Vienna offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

3summit Investment Management, LLC8245 Boone Blvd., Suite 590 · Vienna, VA 22182 · (571) 565-2161 · Financial planningCRD 284434 · % of assets, Hourly charges · $28.2 million AUMState registeredNo commissions reportedAllegiance Financial Group374 Maple Avenue East, Suite 204 · Vienna, VA 22180 · (703) 242-7900 · Financial planningCRD 313110 · % of assets, Hourly charges, Fixed fees · $675.0 million AUMSEC registeredNo commissions reportedAurora Pointe Capital Management, LLC1934 Old Gallows Road, Suite 350 · Vienna, VA 22182 · (571) 260-0483 · Financial planningCRD 318928 · % of assets, Fixed fees · $72.2 million AUMState registeredNo commissions reportedCapitol Private Wealth Group LLC8150 Leesburg Pike, Suite 630 · Vienna, VA 22182 · (703) 226-0008 · Financial planningCRD 283257 · % of assets, Hourly charges, Fixed fees · $562.1 million AUMSEC registeredNo commissions reportedConnor Capital Management, LLC8300 Boone Blvd., Suite 500 · Vienna, VA 22182 · (703) 714-6692 · Financial planningCRD 155893 · % of assets, Hourly charges, Fixed fees · $46.8 million AUMState registeredNo commissions reportedD'orazio Wealth Advisors8614 Westwood Center Drive, Suite 310 · Vienna, VA 22182 · (703) 269-3100 · Financial planningCRD 131976 · Fixed fees, Other · $1.4 billion AUMSEC registeredNo commissions reportedDiscovery Wealth Planning LLC111 Church St Nw, Suite 201 · Vienna, VA 22180 · (703) 281-3735 · Financial planningCRD 321055 · Hourly charges, Fixed fees · $34.2 million AUMState registeredNo commissions reportedGlassman Wealth Services, LLC8000 Towers Crescent Drive, Suite 1450 · Vienna, VA 22182 · (703) 534-4444 · Financial planningCRD 151478 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedKirk Capital Advisors LLC8229 Boone Blvd, Suite 300 · Vienna, VA 22182 · (888) 340-5475 · Financial planningCRD 312401 · % of assets, Hourly charges · $204.9 million AUMSEC registeredNo commissions reportedNavy Federal Investment Services, LLC1007 Electric Ave · Vienna, VA 22180 · (703) 206-1517 · Financial planningCRD 138459 · % of assets · $2.1 billion AUMSEC registeredNo commissions reported
Rembert Pendleton Jackson1945 Old Gallows Road, Suite 750 · Vienna, VA 22182 · (703) 821-6655 · Financial planningCRD 306510 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedSovereign2740 Chain Bridge Road, Suite 1 · Vienna, VA 22181 · (703) 713-2954 · Financial planningCRD 314859 · % of assets, Hourly charges · $70.7 million AUMState registeredNo commissions reportedTempler Wealth Management, LLC8000 Towers Crescent Dr., Suite 1350 · Vienna, VA 22182 · (703) 927-4126 · Financial planningCRD 305972 · % of assets, Hourly charges, Fixed fees · $102.9 million AUMSEC registeredNo commissions reportedYeske Buie INC.301 Maple Avenue West, Suite 600 · Vienna, VA 22180 · (800) 772-1887 · Financial planningCRD 143234 · % of assets · $1.1 billion AUMSEC registeredNo commissions reported